Reviews that highlight the trust, value, and impact we deliver through our tailored solutions.
Trusted by Enterprises
Connect Customers, Agents, and Claims in One Unified Platform
Bring policyholders, agents, and claims processing together in a single portal. Streamline customer interactions, manage policy details, and track claims efficiently to enhance the overall insurance experience.
Simplify Agent Onboarding and Management
Speed up agent onboarding with automated workflows, training modules, and compliance tracking. Equip agents with the tools they need to sell policies, assist clients, and grow your insurance network seamlessly.
Strengthen Compliance and Security Measures
Ensure regulatory compliance and protect sensitive customer data with robust security features, access controls, and encryption. Maintain trust while meeting industry standards effortlessly.
What You Can Do
Policy Management
Easily create, update, and manage insurance policies in a centralized system, ensuring accuracy, compliance, and seamless access for both agents and customers.
Premium Payment and Billing
Enable secure online premium payments, automate billing reminders, and provide customers with a transparent view of their payment history and upcoming dues.
Customer Support and Self-Service
Offer a self-service portal where policyholders can update information, access documents, request support, and get answers to common queries anytime.
Claims Submission and Tracking
Simplify the claims process with an intuitive portal that allows customers to submit claims, upload documents, and track claim status in real-time.
Agent/Broker Management
Equip agents and brokers with the tools to manage policies, track commissions, onboard new clients, and provide personalized service efficiently.
Document Management
Securely store, organize, and access policy documents, claim files, and compliance records while maintaining industry security standards.
Key Features for a Smarter Insurance Portal
Enhance policy management, claims processing, and customer support with a secure and efficient insurance portal.
Code Free Customization
Role-Based Access Control
Advanced Workflows & Data Widgets
Third-Party Integrations
ISO 27001 & 9001 Certified Security
Easy and Simple Pricing
Barry Hill
I highly recommend Sales port – A Customer Portal for WordPress. It has provided us with a very functional Customer Portal allowing our customers... Read More
We contacted the Biztech team for their expertise with SugarCRM, WordPress, and PHP. They completed a project for us which integrated our CRM to a Payment...
Sander Remans
Realtime, secure and streamline customer information sharing. Facilitating secure information sharing with customers is crucial for us as an escrow agent.... Read More
Dale Smith
SalesPort Customer Portal by CRMJetty is highly recommended for anyone wanting to integrate WordPress and Salesforce beyond web-to-lead forms. I have been... Read More
I reached out to Biztech to help me set up a WordPress frontend portal for my SuiteCRM instance. Biztech appeared to have the best solution available and...
Portfolio
Asendia
They provide mail and parcel delivery services for companies that sell internationally. ...
Forbes Marshall
Forbes Marshall is a multinational engineering company, specializing in steam engineering and control instrumentation.The company manufactures steam engineering ...
Digicert
DigiCert, Inc. is a digital security company headquartered in Lehi, Utah. As a certificate authority (CA) and trusted third party, DigiCert provides public ...
Case Study
A Leading University Simplifies Admissions and Enrollment with CRMJetty Education Portal for Dynamics 365
A leading private university partnered with CRMJetty to digitize and simplify its admissions and enrollment process. The institution needed a centralized solution to address challenges...
University Boosts Student Engagement and Academic Success with CRMJetty Education Portal for Salesforce
To address low student engagement and fragmented academic support, a public university partnered with CRMJetty to build a custom education portal using Salesforce. The portal centralized...
Strengthening Support for Policyholders with a Portal for Health Insurance TPA
A leading health insurance company sought to address the challenges policyholders faced during hospitalization and claims settlement. These challenges included the complexity of documentation,...
Insurance Portal
Salesforce
Dynamics CRMFrequently Asked Questions
How does the portal help in agent and broker management?
The portal streamlines agent and broker management by automating onboarding, tracking commissions, managing policy assignments, and providing real-time access to client data and policy information.
What self-service options are available for policyholders?
Policyholders can update personal details, access policy documents, submit claims, track claim status, make premium payments, and connect with support—all from a single self-service portal.
What kind of analytics and reporting does the portal offer?
The portal includes built-in analytics and reporting tools that help track policy sales, claim trends, agent performance, and customer interactions, providing actionable insights for decision-making.
Is the portal mobile-friendly?
Yes, the portal is fully responsive and optimized for mobile devices, allowing agents and customers to manage policies, claims, and payments on the go.
What pricing plans are available?
We offer flexible pricing plans based on your business size and requirements. Contact us to explore subscription options that best suit your insurance operations.
How can I get started with the Insurance Portal?
You can request a demo or get in touch with our team for a personalized consultation to explore the features and customization options for your business.
What security measures does the portal offer?
The portal is designed with role-based access control, encryption, and multi-layer security protocols, ensuring compliance with ISO 27001 & 9001 standards to protect sensitive policyholder and business data.
What are the key technology features of the portal?
The Insurance Portal includes:
- Role-Based Access Control for secure operations
- Advanced Workflows & Data Widgets to streamline processes
- Third-Party Integrations for seamless connectivity
- ISO 27001 & 9001 Certified Security for data protection
